Many structural winners today enjoy embedded real options in their business models that did not appear on their financial statements but significantly altered the direction of their futures. In this article, we look at some examples of real options in digital businesses.
Contrary to popular mythology, technological disruption very rarely happens in a singular flash of brilliance. The image of a disheveled, genius tech founder, manically coding a brilliant new idea in a garage, has a disruptive vision, and lays waste to incumbent operators is a romantic notion. But unfortunately, it’s rarely true.
Derivatives exchanges are becoming increasingly important in global markets today. In this article, we examine factors contributing to CME group’s privileged position and whether it can be classified as a monopoly.
In this article for the AFR, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited about to where you can find a good VFM pasta in Sydney! Read on to know more.
Emerging digital economies such as Latin America and India have accelerated in their bid to catch up to major developed nations, taking advantage of pandemic-related digital transformations by investing strongly in e-commerce and mobile communications. The next decade will be an exciting and opportune phase for these rapidly growing regions.
Most readers will know that Alibaba operates the largest e-commerce platform in China, with its Taoabao and Tmall marketplaces. But did you know that Alibaba also operates Southeast Asia’s largest online retail marketplace?
Chinese regulators hit the booming tech industry again this week with draft rules intended to curb monopolistic practices at China’s internet companies, sparking a $290 billion selloff across names like Alibaba, Tencent and Meituan.
Apple’s annual iPhone launch event, held in early September and billed as “By innovation only”, was dismissed by critics as anything but. Hardware improvements were largely limited to cameras and battery life and were iterative at best; there was no 5G support, no folding screens and only (!) three cameras on the back of the …
Latest reports from the two leading aircraft producers suggest Airbus is on track to stroll past Boeing this year and become the largest plane maker for the first time in 8 years. The ongoing 737 MAX crisis has lasted four months, already longer than Boeing or any of its stakeholders anticipated. Boeing’s second quarter earnings …
Did you guess Spotify? Apple Music? Those would be logical given they are the industry leading digital music streaming platforms. But those would also be incorrect. In fact, the correct answer is: Amazon Music. As the Financial Times highlighted in recent days: “The number of people subscribing to Amazon Music Unlimited has grown by about 70 …
Which music streaming service is growing the fastest? Read More »
Copyright © 2020 Montaka Global Investments Privacy | Terms | Disclaimer
